+928.6%
WDC vs GPC
+30.9%
+897.7%
-55.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GPC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.9% | +1.1% | +4.7% | +5.6% |
| 7D | +1.7% | +1.2% | +0.5% | +1.5% |
| 30D | -10.0% | +6.0% | -15.9% | -11.3% |
| 3M | -18.8% | +42.6% | -61.4% | -28.4% |
| 6M | +79.0% | +22.8% | +56.3% | +65.6% |
| YTD | +171.6% | +15.5% | +156.1% | +153.9% |
| 1Y | +417.4% | +2.0% | +415.3% | +406.3% |
| 3Y | +1,251.8% | -1.4% | +1,253.2% | +1,189.0% |
| All | +928.6% | +30.9% | +897.7% | +638.1% |
Cumulative growth
Daily Returns
Daily percentage return beside GPC.
Daily Out/Under-Performance
Portfolio return minus GPC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GPC return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 5y: compounded portfolio wealth divided by compounded GPC wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
5y analysis · Full analysis span regression · 6 months rolling